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Berkshire Hathaway Class B

3,410 hedge funds and large institutions have $251B invested in Berkshire Hathaway Class B in 2021 Q4 according to their latest regulatory filings, with 504 funds opening new positions, 1,211 increasing their positions, 1,196 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

590% more first-time investments, than exits

New positions opened: 504 | Existing positions closed: 73

18% more call options, than puts

Call options by funds: $6.22B | Put options by funds: $5.29B

15% more funds holding in top 10

Funds holding in top 10: 460528 (+68)

13% more funds holding

Funds holding: 3,0273,410 (+383)

8% more capital invested

Capital invested by funds: $233B → $251B (+$18.5B)

1% more repeat investments, than reductions

Existing positions increased: 1,211 | Existing positions reduced: 1,196

0.86% more ownership

Funds ownership: 64.66%65.51% (+0.86%)

Holders
3,410
Holders Change
+383
Holders Change %
+12.65%
% of All Funds
52.47%
Holding in Top 10
528
Holding in Top 10 Change
+68
Holding in Top 10 Change %
+14.78%
% of All Funds
8.12%
New
504
Increased
1,211
Reduced
1,196
Closed
73
Calls
$6.22B
Puts
$5.29B
Net Calls
+$934M
Net Calls Change
-$336M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1201
Berkshire Asset Management
Pennsylvania
$5.05M +$528K +1,845 +12%
TI
1202
Truepoint Inc
Ohio
$5.03M +$221K +772 +11%
FWSM
1203
First Wilshire Securities Management
California
$5.02M +$111K +388 +2%
SAS
1204
Stelac Advisory Services
New York
$4.99M
HCP
1205
Holt Capital Partners
Texas
$4.99M -$333K -1,164 -7%
WC
1206
Weil Company
California
$4.98M +$295K +1,031 +7%
HIC
1207
Hartline Investment Corp
Illinois
$4.98M +$473K +1,653 +11%
PP
1208
PDS Planning
Ohio
$4.97M +$24.3K +85 +0.5%
APP
1209
Avantax Planning Partners
Iowa
$4.97M +$29.5K +103 +0.6%
WG
1210
Watchman Group
Texas
$4.95M +$131K +459 +3%
OKSA
1211
O'Keefe Stevens Advisory
New York
$4.95M +$166K +580 +4%
WP
1212
WealthSource Partners
California
$4.95M -$126K -440 -3%
CQS
1213
Credential Qtrade Securities
$4.94M +$166K +578 +4%
HW
1214
Hancock Whitney
Mississippi
$4.94M +$708K +2,472 +18%
CNBTD
1215
Citizens National Bank Trust Department
Mississippi
$4.92M -$3.12M -10,910 -40%
CTA
1216
Colonial Trust Advisors
South Carolina
$4.92M -$69.6K -243 -1%
TFS
1217
Thoroughbred Financial Services
Tennessee
$4.92M +$74.5K +260 +2%
TIM
1218
Tevis Investment Management
Texas
$4.91M +$4.71M +16,447 New
BFA
1219
Benedict Financial Advisors
Georgia
$4.9M +$573 +2 +0%
FMC
1220
First Merchants Corp
Indiana
$4.89M -$290K -1,011 -6%
HCMT
1221
Highland Capital Management (Tennessee)
Tennessee
$4.89M -$34.4K -120 -0.7%
FGP
1222
Foyston, Gordon, & Payne
Ontario, Canada
$4.88M
FNC
1223
First National Corp
Massachusetts
$4.84M +$1.66M +5,781 +56%
ECG
1224
Edge Capital Group
Georgia
$4.83M -$37.8K -132 -0.8%
RAM
1225
RK Asset Management
Michigan
$4.82M -$164K -574 -3%

BRK.B Hedge Fund Activity: Q4 2021 in Review

3,410 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q4 2021, worth a combined $251B — up 7.9% from $233B a quarter earlier.

Buyers outnumbered sellers: 504 funds opened new BRK.B positions and 73 closed out — a net gain of 431 holders — while 1,211 added to existing stakes and 1,196 trimmed.

The largest buyer was California Public Employees Retirement System, adding an estimated $485M. The largest seller was Gates Foundation Trust, cutting an estimated $1.43B.

  • 3,410 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q4 2021, up from 3,027 in Q3 2021.
  • Funds reported $251B of Berkshire Hathaway Class B stock for Q4 2021, up 7.9% quarter-over-quarter.
  • 504 funds opened new Berkshire Hathaway Class B positions in Q4 2021 and 73 closed out, a net change of +431 holders.
  • The largest Berkshire Hathaway Class B buyer in Q4 2021 was California Public Employees Retirement System, an estimated $485M added.
  • The largest Berkshire Hathaway Class B seller in Q4 2021 was Gates Foundation Trust, an estimated $1.43B sold.

Based on aggregated 13F filings for Q4 2021.